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July Online CPD 2020
July Online CPD 2020 – Secret and Half Secret Trusts For this month’s CPD paper we are going to look at the mystery world of secret trusts and the differences between the two different types of secret trusts. The paper will also ensure we understand the justification for enforcing the two types of secret trusts […]
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August Online CPD 2020
August Online CPD 2020 – Nil Rate Band Discretionary Will Trusts Will based trusts are an important tool when it comes to estate planning, so understanding of the benefits of each trust and how they operate is key. This month’s CPD will focus on the uses and benefits of nil rate band discretionary trusts (NRB […]
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September Online CPD 2020
September Online CPD 2020 – Inheritance (Provision for Family and Dependents) Act 1975 This month’s CPD will detail the Inheritance (Provision for Family and Dependents) Act 1975 “the 1975 Act”, who can make a claim under the Act, and what criteria the Courts will have regard to when considering such a claim. The Act received […]
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October Online CPD 2020
October Online CPD 2020 – Lasting Power of Attorney In this month’s CPD we are going to revisit Lasting Powers of Attorney. LPAs have increased in popularity in recent years, with recent figures released by the Office of the Public Guardian stating that as of July 2016 there were 1,953,734 registered LPAs. In 2015/16 alone […]
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November Online CPD 2020
November Online CPD 2020 – Testamentary Guardians Anyone writing a Will who is a parent to children under the age of 18 (minor children) should consider including a clause in their Will to appoint guardians. This will provide them with the peace of mind that people they know and trust will take care of their […]
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December Online CPD 2020
December Online CPD 2020 – Discretionary Will Trusts Will based trusts are an important tool when it comes to estate planning, so understanding of the benefits of each trust and how they operate is key. This month’s CPD will focus on the uses, benefits and taxation of discretionary trusts as well as disabled discretionary trusts. […]
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January Online CPD 2021
January Online CPD 2021 – Failure of Gifts by Will This month’s CPD will examine the many reasons why a gift made by Will may fail. This paper will look at the most common reasons for the failure of gifts, listed below, but practitioners should be aware that this list is non-exhaustive and gifts may […]
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February Online CPD 2021
February Online CPD 2021 – Executors This month’s CPD will discuss the particulars of the appointment of executors and who is entitled to apply for a grant of probate. This paper will not aim to cover the appointment of administrators. Please be sure to read the provided PDF notes before attempting the quiz. Click the […]
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Skipton Financial Planning and Advice Introduction
Skipton Financial Planning and Advice Introduction This CPD quiz will give you an introduction to the scale of unmet financial advice currently present. It will also give you information on how to you can become an introducer to Skipton Building Society. Whether you’re a financial adviser, or already have an existing relationship, Skipton’s proposition is […]
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March Online CPD 2021
March Online CPD 2021 – Advance Decisions This month’s paper will look at advance decisions, which you’ve also probably seen referred to as advance directives or living wills. We will aim to examine what they do, why a person might want one and the requirements for an advance decision to be valid. Please be sure […]
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April Online CPD 2021
Common mistakes to avoid when drafting instructions in Lasting Powers of Attorney A poorly drafted Lasting Power of Attorney (LPA) can lead to unnecessary stress and expense for the Donor or the draftsman, or in the worst cases leave a vulnerable person without any LPA in place at all. This month’s CPD will consider the […]
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May Online CPD 2021
Trustee Powers of Maintenance In this month’s CPD paper, we will examine the powers given to trustees in relation to trust income under s31 of the Trustee Act 1925 (TA 1925). This power is known as the statutory power of maintenance and like its s32 counterpart, an understanding of how this power works is integral […]
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June Online CPD 2021
Undue Influence and Wills Undue influence is an ever-present threat in the estate planning industry and one that will writers must be mindful of especially when dealing with clients who may be described as vulnerable. We must do all we can to ensure that a testator giving instructions for the preparation of their will is […]
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July Online CPD 2021
Trustee Powers of Advancement In this month’s CPD paper we will take a detailed look at the powers given to trustees in relation to trust capital under 32 of the Trustee Act 1925. This power is known as the statutory power of advancement and is an important part of the administration of a trust, whether […]
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August Online CPD 2021
Cross-Border Estate Planning In this month’s CPD paper we will give an overview of the key points to consider when dealing with a testator with assets in multiple jurisdictions. We will consider domicile and the effect this has on inheritance tax (IHT), the advantages of having multiple separate situs wills vs a single multi-jurisdictional will, […]